KKAMG
AMJ

Kernodle & Katon Asset Management Group’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Kernodle & Katon Asset Management Group’s Portfolio AMJ Stock Details AMJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-670
Closed -$21K – 375
2016
Q4 		$21K Sell
670
-1,669
-71% -$51K 0.01% 195
2016
Q3 		$74K Hold
2,339
– – 0.05% 153
2016
Q2 		$74K Hold
2,339
– – 0.07% 105
2016
Q1 		$63K Sell
2,339
-20
-0.8% -$504 0.06% 105
2015
Q4 		$68K Buy
+2,359
New +$72.4K 0.07% 100

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Kernodle & Katon Asset Management Group's AMJ Position: Q1 2017 in Review

Kernodle & Katon Asset Management Group sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2017, closing a stake of 670 shares — an estimated $21K sold.

Kernodle & Katon Asset Management Group first reported a position in AMJ in Q4 2015 and held it in 5 quarters. The position peaked at $74K in Q3 2016. 307 funds tracked by Wall St. Rank hold AMJ as of Q1 2017.

  • Kernodle & Katon Asset Management Group reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2017 after selling out during the quarter.
  • Kernodle & Katon Asset Management Group sold 670 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2017, an estimated $21K.
  • Kernodle & Katon Asset Management Group first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2015 and held it in 5 quarters.
  • Kernodle & Katon Asset Management Group's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $74K in Q3 2016.
  • 307 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2017.

Based on Kernodle & Katon Asset Management Group's 13F filing for Q1 2017, filed 12 May 2017.